Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Baird Baird Core Plus Bond- Instl in their Schedule of Assets, totaling $19.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NEWPORT GROUP, INC. ASCENSUS SECURE RETIREMENT POOLED EMPLOYER PLAN | FOLSOM CA | 11,059 | $205.6M | $16.5M |
| 2 | FRANK, RIMERMAN + CO. LLP FRANK, RIMERMAN + CO. LLP 401(K) & PROFIT SHARING PLAN | SAN JOSE CA | 791 | $109.1M | $1.4M |
| 3 | WBC HOLDINGS, L.P. WBC HOLDINGS, L.P. CASH BALANCE RETIREMENT PLAN |
CHICAGO IL |
| 209 |
| $102.9M |
| $1.2M |
| 4 | DNA TWOPOINTO, INC., DNA TWOPOINTO, INC., DBA ATUM RETIREMENT TRUST | NEWARK CA | 139 | $29.5M | $353K |
| 5 | HONORBRIDGE HONORBRIDGE RETIREMENT PLAN | GREENVILLE NC | 229 | $27.7M | $123K |
| 6 | STERLING MOTORS, LTD, DBA STERLING BMW THE STERLING BMW RETIREMENT SAVINGS PLAN | NEWPORT BEACH CA | 95 | $3.4M | $35K |
| 7 | FIRST NATIONAL HEALTH SERVICES, LLC FIRST NATIONAL HEALTH SERVICES 401(K) PLAN | TAYLORSVILLE UT | 219 | $3.2M | $11K |
